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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,106 | $99,345+118.5% | $84,753+156.2% | $273,972-20.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | 22.93%-15.7pp | 22.78%-15.6pp | 41.46%-34.2pp |
| Employer contribution / active EE | $9,550 | $4,214+126.6% | $3,574+167.2% | $4,869+96.1% |
| Participant deferral / active EE | $11,394 | $4,270+166.9% | $3,712+207.0% | $5,287+115.5% |
| Admin fee / account holder | $14,238 | $6,645+114.2% | $5,333+167.0% | $10,133+40.5% |